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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,975 | $49,236+316.3% | $70,455+190.9% | $79,860+156.7% |
| Participation rate | 97.9% | 69.2%+28.7pp | 75.1%+22.9pp | 69.6%+28.3pp |
| Annual return | 3.02% | 30.07%-27.1pp | 109.06%-106.0pp | 31.72%-28.7pp |
| Employer contribution / active EE | $2,679 | $2,100+27.6% | $2,737-2.1% | $2,471+8.4% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,467 | $2,877+90.0% | $3,845+42.2% | $5,306+3.0% |